It’s almost release time, with the Summer ’21 release right around the corner – and with that said, we are providing a sneak peak of one of the upcoming features. With a large majority of teams moving their meetings to the virtual world, Salesforce meetings provides a much needed boost to help manage those engagements. With Salesforce meetings, reps can now prepare, host, and follow up on calls that they schedule directly within their Salesforce instance. Salesforce Meetings provides a holistic view of the contacts involved with the meeting (& see who is scheduled to attend), if there are any open service tickets/issues with the customer, and any relevant customer history information.

Whatever it is, the way you tell your story online can make all the difference.

How does it work? Salesforce Meetings will sit atop your preferred video call provider (Zoom, Google Hangouts, etc) & provides an interface that gives the presenter all the Salesforce information they need, along with providing the attendees a view of the presentation and presenter side by side. Once the meeting has completed, Salesforce will provide an automated action item for the rep to enter in call notes to store. Furthermore, with Salesforce’s integration with Outlook – it can identify an attendee who may not be a contact within Salesforce, and suggest they be added.

Let’s review some of the biggest features:

· The Meeting Digest screen gives you a summary of any meeting you are attending. Including attendees, any opportunities you are discussing, tasks, activities, and meeting insights, powered by Einstein.

· In addition, you have Meeting Studio. This provides a platform to help keep customers and prospects engaged virtually. Allowing smooth transitions between sharing content, as well as a place to take notes, document next steps, and collaborate with their team.

· Integration with Outlook to prompt Post-Meeting notes